Foxit ConnectedPDF User Manual

Maintain control of all your content

No part of this document can be reproduced, transferred, distributed or stored in any format without the prior

written permission of Foxit.

Anti-Grain Geometry - Version 2.4

Portions of this product Copyright [2001-2016] Solid Documents

Permission to copy, use, modify, sell and distribute this software is granted provided this copyright notice appears

in all copies. This software is provided "as is" without express or implied warranty, and with no claim as to its

suitability for any purpose.

Contents .................................................................................................. 3

ConnectedPDF Overview ......................................................................... 5

Document homepage .............................................................................. 6

The HOME tab ................................................................................................................................... 7

The VERSIONS tab ............................................................................................................................. 7

The VIEWS tab ................................................................................................................................... 8

The EVENTS tab ................................................................................................................................. 8

The PERMISSIONS tab ....................................................................................................................... 8

The PEOPLE tab ............................................................................................................................... 10

The STATISTICS tab .......................................................................................................................... 10

Foxit accounts........................................................................................ 10

Personal homepage ............................................................................... 11

MY HOME ........................................................................................................................................ 11

DOCUMENTS ................................................................................................................................... 11

MESSAGE CENTER ........................................................................................................................... 12

Create ConnectedPDF ............................................................................ 13

Create a Connected PDF with one step ........................................................................................... 13

Register a new version .................................................................................................................... 14

Configure Open Message (PhantomPDF Business only) ................................................................. 15

Clone a document (PhantomPDF Business only) ............................................................................ 15

Advanced Setting ............................................................................................................................ 16

Enforce tracking (PhantomPDF Business only) ...................................... 17

ConnectedPDF Protection ..................................................................... 18

Protect a ConnectedPDF (PhantomPDF Business only)................................................................... 18

Configure Permissions ..................................................................................................................... 18

Request Permissions to a protected PDF ........................................................................................ 20

View Permissions ............................................................................................................................ 20

Save Offline Copy ............................................................................................................................ 21

Remove Protection (PhantomPDF Business only) ........................................................................... 22

ConnectedPDF Collaboration ................................................................ 22

Connected review ........................................................................................................................... 22

Request a file ................................................................................................................................... 23

More about ConnectedPDF ................................................................... 25

ConnectedPDF Overview

Foxit ConnectedPDF allows each PDF to carry an identity assigned by the cPDF cloud service, and

tracks all the events on the PDF like creation, distribution, and modification. So no matter where

the ConnectedPDF document goes, how many distributions and modifications done to it, the

document owner can always track the document in real time and collaborate with the document

viewers involved. Therefore, ConnectedPDF connects files, people, location, and systems together

while ordinary PDF is separate and static.

Foxit delivers the following cPDF enabled applications and services:

 Foxit PhantomPDF (for Windows)

 Foxit Reader (for Windows, Mac OS X, and Linux)

 Foxit MobilePDF (for Android, iOS, and Windows)

 Foxit WebPDF Reader (for Internet Explorer 9/10/11, Microsoft Edge, Google Chrome, Mozilla

Firefox, Safari, and Opera)

 Foxit Web Tools (for Internet Explorer 10/11, Microsoft Edge, Google Chrome, Mozilla Firefox,

Safari, and Opera)

These applications and services provide powerful and easy-to-use tools to create, protect, and

track the access to Connected PDFs. You can also start and join a shared review on Connected PDFs

without any server anytime anywhere.

Document homepage

The metadata of each ConnectedPDF document can be presented in a document homepage which

contains full information of the attributes, version history, events, and connections associated with

a document. If you are the document owner, you can view the document homepage by the

following steps:

For Foxit PhantomPDF & Foxit Reader

(Windows) Click Connect > Document Info > Document Homepage.

(Mac OS X & Linux) Click Connect > Document Homepage.

For Foxit MobilePDF

(Android & iOS) Tap More (the Three Dots symbol) > Connect > Document Homepage.

(Windows) Click or tap > Document Homepage.

There are several tabs in the document homepage, including: HOME, VERSIONS, VIEWS, EVENTS,

PERMISSIONS, PEOPLE, and STATISTICS. Each tab includes the DOCUMENT INFO item showing the

document information of the current, original, and latest versions of the document. The current

version is the version of the document that is currently open, the latest version is the most recently

registered version, and the original version is the version of the document that was first converted

to cPDF.

 Filename – the name of the version.

 Version – the number of the version.

 Registrar – the user who registered the new version.

 Registration Time – the time when the new version was registered.

 Author – the user who created the original version from blank with Foxit PhantomPDF or

Foxit Reader, or the author of the source document that was created with other

applications and converted to the original version.

 Converted to cPDF at – the time when the document was first converted to cPDF.

 Converted to cPDF with – the application that the document was converted to cPDF from.

 Device – the name of the device on which the registrar registered the new version.

 Pages – the number of the pages in the document.

 Size – the file size of the document.

 Owner – the document owner who has all permissions for the document. If you are the

document owner, you can change the owner to another user by tapping or clicking the

Edit button (the pencil icon ).

Note: By default, only DOCUMENT INFO can be viewed by all document users, while the other

information in the document homepage is only accessible to the document owner who can change

the setting in the PERMISSIONS tab.

Change document ownership to others

Document viewers (not the owner) are not allowed to send update notification when registering a

new version, or don’t have full access to the document. If necessary, the document owner can

change the ownership to another user he trusted.

1. Navigate to DOCUMENT INFO in the Document Homepage.

2. Choose the Edit button (the pencil icon ) to enter the new owner’s email and save it.

3. A message box will pop up to prompt you the operation is successful.

The change history will be automatically recorded in the personal homepages of both the previous

and the current owners. See also MESSAGE CENTER in the Personal Homepage.

The HOME tab

In this tab, you can see the basic information about the current document: the latest version,

recent views and events, and the usage in the last seven days.

 Latest document version: shows the document properties of the latest version, including

the version number and the parent version. Click or tap the arrow to show more

information. If this version was uploaded to a server by the registrar, a file link appears for

users to download the document.

 Recent views: shows the view history of the document, including the viewers, view time

and the versions viewed. Click or tap View All Details to switch to the VIEWS tab for more

details about view history.

 Recent events: records all the events performed by any document user (both the

document owner and the viewers) who accessed the document, listing the users,

operations and the operation time. Click or tap View All Events to switch to the EVENTS

tab for more details about the events.

 Statistics: shows how many times the document was accessed in the last 7 days in a chart.

Click or tap View All Details to switch to the STATISTICS tab for more information.

The VERSIONS tab

The VERSIONS tab shows the detailed version history of the document in a tree shape and you can

see all the versions that were registered by the registrars. Click or tap the folder icon to fold/unfold

the following version(s), and click or tap the eye icon to show/hide the detailed information about

this version, including the registrar, register time, the device where the version was registered, and

more.

Put the cursor over or tap the version number, and then drops down a menu, which may contain

the following options: View File Online, Open Local file, and Request File.

 View File Online: open the selected version of the document in the default browser. The

option appears only if this version of the document was uploaded to the server by the

registrar when registered,

 Open Local File: open the document in the local drive. This option is available in Foxit

PhantomPDF, Foxit Reader, and Foxit MobilePDF for Android & iOS, and will appear only if

the current user has the document saved on the local hard disk.

 Request File: send a request to a user who accessed this version of the document. See

also Request a file.

Tip: By clicking Connect > Document Info > Version History in Foxit PhantomPDF or Foxit Reader

(for Windows), you can also open the VERSIONS tab.

The VIEWS tab

All the view events on the document can be recorded in the tab, which shows the information of

the viewer, the version number, when the user viewed it, what application was used to open it,

and whether the document was opened successfully. By default, ten records of views are displayed

in one page. You can click or tap the drop-down box in the upper-right corner to change the number

of records to be displayed in one page.

The EVENTS tab

Foxit ConnectedPDF-enabled applications records all the events on the document, which lets you

know who accessed it, when he accessed, and what was done to your documents. The tab lists all

the events that happened to the document, including viewing, modification, annotation, and more.

You can filter the events to display the events you need and hide the unwanted ones based on

certain criteria like USER EMAIL/TYPE/TIME/APPLICATION, by clicking or tapping the down arrow

next to each column name (EMAIL/TYPE/TIME/APPLICATION) and selecting the items you need. By

default, ten records of views are displayed in one page. You can click or tap the drop-down box in

the upper-right corner to change the number of records to be displayed in one page.

The PERMISSIONS tab

In this tab, the document owner can set the public permissions to view the document homepage

for all users, or configure different document permissions to access the document for different

+ 18 hidden pages

Foxit ConnectedPDF User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents